John Woerfel, financial advisor De Pere WI

John Woerfel

CRD Number: 5368118
Current Firm: Northwestern Mutual Investment Services,llc

John Woerfel (CRD# 5368118) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in De Pere, WI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current 8
Jack Island Charters, LLC Fish Creek, WI Jun 2011 - Current 12
Northwestern Mutual Investment Services, LLC Green Bay, WI Dec 2008 - Current 15
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2007 - Current 16
Northwestern Mutual Investment Services, LLC Green Bay, WI Jun 2013 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for John S. Woerfel
Phone Number: 866-950-4644
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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